Question
How do I report on timesheet data by days, weeks, months, quarters or years?
Answer
- Navigate to Admin>Reports>Other Reports>Hours Summary Report - Columnar format
- Click on the + button to create a report from this template.
- Set the Reporting Period using the preset date ranges
- Set the Report Interval to Daily, Monthly, Quarterly, or Yearly
- Set the Interval Format to Columns or Rows based upon the output format you want.
-
Set the Report Columns by clicking the + button. For example, you can add employee, project, task by clicking on the + button and clicking on the list item you want to add as a report column. Select the items you want to remove and click the - button
-
Move Report Columns by clicking them and dragging them up or down. From top to bottom will render from left to right in the final report.
-
Enable Subtotal Columns for report columns by placing and check next to the item.
-
Set Summarize to render All Hours and Amounts, Work Hours, Leave and Exception Hours, or Amounts.
- Enable Submitted filter by setting it to Any, Open or Submitted.
-
Set normal reporting properties like Title and Security to publish the report for use by employees with certain security permissions.
Comments
0 comments
Please sign in to leave a comment.